野村发研报指,料腾讯控股(0700.HK)2025财年首季总收入按年增长10%至1,760亿元人民币,与市场最新共识一致;料其非国际财务报告准则(non-IFRS)营运利润按年增加19%至700亿元,高于市场预期达4%。该行预期,腾讯营运利润率将提高2.8个百分点至39.6%,主要受毛利率持续扩张所支持;non-IFRS每股盈利预测可能按年增加29%,较市场最新估算高出5%。野村亦指,腾讯核心业务...
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